VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,419 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $290,760 | +14.0% | 2,687 | 0.0% | 0.01% | +8.3% |
Q3 2022 | $255,000 | -7.9% | 2,687 | -1.5% | 0.01% | 0.0% |
Q2 2022 | $277,000 | -15.0% | 2,727 | -6.1% | 0.01% | 0.0% |
Q1 2022 | $326,000 | -34.8% | 2,904 | -34.9% | 0.01% | -33.3% |
Q4 2021 | $500,000 | -2.3% | 4,464 | -5.0% | 0.02% | -5.3% |
Q3 2021 | $512,000 | +115.1% | 4,701 | +108.0% | 0.02% | +111.1% |
Q2 2021 | $238,000 | +4.4% | 2,260 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $228,000 | +10.1% | 2,260 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $207,000 | -4.6% | 2,260 | -15.7% | 0.01% | -10.0% |
Q3 2020 | $217,000 | -18.4% | 2,682 | -20.7% | 0.01% | -28.6% |
Q2 2020 | $266,000 | +11.3% | 3,382 | 0.0% | 0.01% | -6.7% |
Q1 2020 | $239,000 | -32.7% | 3,382 | -10.8% | 0.02% | -11.8% |
Q4 2019 | $355,000 | +11.3% | 3,792 | +5.6% | 0.02% | 0.0% |
Q3 2019 | $319,000 | +1.6% | 3,592 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $314,000 | -26.6% | 3,592 | -28.0% | 0.02% | -26.1% |
Q1 2019 | $428,000 | +50.2% | 4,992 | +36.4% | 0.02% | +35.3% |
Q4 2018 | $285,000 | +6.7% | 3,660 | +19.6% | 0.02% | +21.4% |
Q3 2018 | $267,000 | -4.3% | 3,060 | -8.8% | 0.01% | -12.5% |
Q2 2018 | $279,000 | -20.5% | 3,356 | -21.2% | 0.02% | -20.0% |
Q1 2018 | $351,000 | -3.8% | 4,260 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $365,000 | +8.3% | 4,260 | +2.4% | 0.02% | 0.0% |
Q3 2017 | $337,000 | +3.7% | 4,160 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $325,000 | +8.3% | 4,160 | +7.8% | 0.02% | +5.3% |
Q1 2017 | $300,000 | +5.3% | 3,860 | +2.7% | 0.02% | 0.0% |
Q4 2016 | $285,000 | +8.0% | 3,760 | +2.7% | 0.02% | +5.6% |
Q3 2016 | $264,000 | – | 3,660 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sullivan, Bruyette, Speros & Blaney, LLC | 2,090,330 | $185,475,000 | 11.07% |
SEARCY FINANCIAL SERVICES INC /ADV | 161,209 | $14,304,000 | 10.60% |
Edge Capital Group, LLC | 1,025,699 | $91,010,000 | 9.20% |
MARINO, STRAM & ASSOCIATES LLC | 143,044 | $12,692,000 | 8.99% |
Global Strategic Investment Solutions, LLC | 252,511 | $22,405,000 | 8.75% |
Armor Investment Advisors, LLC | 119,215 | $10,578,000 | 8.66% |
Measured Wealth Private Client Group, LLC | 150,988 | $13,397,000 | 8.66% |
Berkeley Capital Partners, LLC | 163,134 | $14,475,000 | 7.64% |
Opus Capital Group, LLC | 269,917 | $23,950,000 | 7.37% |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6,626,076 | $587,739,000 | 7.37% |